RYCIX Mutual Fund

NAV$133.21

Returns Overview

1 Month
+2.90%
3 Months
+4.68%
6 Months
+6.67%
YTD
+6.93%
1 Year
+0.46%
3 Years (annualized)
+1.59%
5 Years (annualized)
+1.72%
10 Years (annualized)
+3.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYCIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.93%
Peer Avg (YTD)
+7.61%
vs Peers
-0.68%

RYCIX Mutual Fund Performance

RYCIX performance across multiple time periods: 1-month 2.90%, YTD 6.93%, 1-year 0.46%, 3-year 1.59%, 5-year 1.72%, 10-year 3.80%.

RYCIX returns trail the peer average of 7.61% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

RYCIX performance comparison shows side-by-side returns with another fund. RYCIX alternatives are available in the Mutual Fund Screener.